Send an Invoice for Payment in Financials (Next)

In This Article

• Introduction
• Send an Invoice for Payment

Introduction

You can enable your customers to electronically make a payment using their own device by sending them an invoice for payment in Financials (Next).

Note: Electronically sending an invoice for payment does not work for Cash Customers.

When a customer elects to electronically pay an invoice, they must follow a three-step process to complete the signing:

1. Review the invoice for accuracy and to view the terms and conditions (if any)
2. Electronically pay the invoice
3. A payment receipt will be automatically emailed to the customer

Send an Invoice for Payment

To electronically send an invoice to a customer for payment:

1. Do one of the following:
   1. Locate the invoice you need to send and click on it to open it.
      1. Use the menu bar in Service, Rental, and Financials (Next) to navigate to Invoices → List.
      2. Navigate to Edit → Send for Payment.
   2. Use the menu bar in Service, Rental, and Financials (Next) to navigate to Invoices → Create Invoice
      1. Provide invoice details.
      2. Click Send for Payment.
         
2. The Send Invoice for Payment screen opens.
   
3. Do one of the following:
   1. Select Email address associated with account.
   2. Select Custom email address and add the email to which you need to send the invoice.
4. Click Send for Payment. The customer will receive a link to review the invoice details and pay on their device.
   
5. After paying, the customer will receive a payment receipt.